Yoffe Investment Management, LLC
LEMOYNE PA · SEC CIK 0002056336
$7,805.06万2026Q1 申报市值
111持仓数
27.4%前十大占比 · 第一大 4.8%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DOW 新建仓+$33.98万
SPHY 加仓+$2,868
JPM 加仓+$1,177
VWOB 加仓+$985
ILF 加仓+$888
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$24.81万
CEG 清仓-$23.53万
BBCA 减仓-$1.28万
ESS 减仓-$242
EMHY 减仓-$39
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $130.42万 | 1.67% | 31,770 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES LATIN AMERICA 40ETF | $132.11万 | 1.69% | 37,193 | 25 | 0.1% | $888 | 加仓 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $136.50万 | 1.75% | 6,633 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $145.05万 | 1.86% | 10,042 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $153.48万 | 1.97% | 5,345 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $155.47万 | 1.99% | 4,200 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $157.66万 | 2.02% | 6,212 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $163.83万 | 2.10% | 5,569 | 4 | 0.1% | $1,177 | 加仓 |
| — | HONEYWELL INTL INC | $173.31万 | 2.22% | 7,667 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $186.83万 | 2.39% | 2,637 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $232.25万 | 2.98% | 18,687 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $259.17万 | 3.32% | 8,078 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $284.35万 | 3.64% | 11,731 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $375.55万 | 4.81% | 14,338 | 0 | 0.0% | — | 不变 |